Buska-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "T",
  null,
  "CLM",
  "PDI",
  null,
  "EVF",
  null,
  "GOF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "OXLC",
  null,
  null,
  "MSFT",
  "VGIT",
  null,
  null,
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  null,
  null,
  "SPYG",
  null,
  "VCIT",
  "VIG",
  "VYM",
  null,
  "TT",
  "WEC",
  "WM",
  null,
  "VYMI",
  null,
  "VOO",
  "VTV",
  "XEL",
  "SCHD",
  "CVX",
  "KO",
  "QQQ",
  "XOM",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 64
Total Value: 319107424
Accession Number: 0001910503-25-000008
Form Type: 13F-HR
CIK: buska-wealth-management
Manager Name: Buska-Wealth-Management

Data Enrichment

50% identified

32 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $319.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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316092501

Shares:32.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$319.1M)

46138E586

Shares:15.0K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$319.1M)

921946794

VYMI|921946794

Shares:20.0K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$319.1M)

45782C680

Shares:37.9K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$319.1M)

45782C565

Shares:42.0K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$319.1M)

316092303

Shares:26.5K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$319.1M)

45782C698

Shares:31.9K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$319.1M)

316092600

Shares:17.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$319.1M)

808524797

SCHD|808524797

Shares:36.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$319.1M)

316092139

Shares:31.7K

Value:$999.7K

% of Portfolio:0.3% ($999.7K/$319.1M)

922908744

VTV|922908744

Shares:4.8K

Value:$836.7K

% of Portfolio:0.3% ($836.7K/$319.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.5K

Value:$782.5K

% of Portfolio:0.2% ($782.5K/$319.1M)

46434V738

Shares:12.7K

Value:$761.7K

% of Portfolio:0.2% ($761.7K/$319.1M)

464287309

IVW|464287309

Shares:8.1K

Value:$747.7K

% of Portfolio:0.2% ($747.7K/$319.1M)

922908363

VOO|922908363

Shares:1.1K

Value:$570.4K

% of Portfolio:0.2% ($570.4K/$319.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.4K

Value:$561.4K

% of Portfolio:0.2% ($561.4K/$319.1M)

45782C672

Shares:16.1K

Value:$556.7K

% of Portfolio:0.2% ($556.7K/$319.1M)

GUGGENHEIM STRATEGIC OPPORTUNITIES FUND

GOF|40167F101

Shares:31.1K

Value:$484.2K

% of Portfolio:0.2% ($484.2K/$319.1M)

Oxford Lane Capital Corp.

OXLC|691543102

Shares:97.9K

Value:$462.1K

% of Portfolio:0.1% ($462.1K/$319.1M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:23.3K

Value:$461.4K

% of Portfolio:0.1% ($461.4K/$319.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092501)✕	32.0K	QoQ +135.51% (+18.4K) YoY NEW(+32.0K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$319.1M)	QoQ +138.38% (+$1.3M) YoY NEW(+$2.2M)
(cusip46138E586)✕	15.0K	QoQ -17.81% (-3.3K) YoY NEW(+15.0K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$319.1M)	QoQ -11.77% (-$249.8K) YoY NEW(+$1.9M)
(VYMIcusip921946794)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$319.1M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip45782C680)✕	37.9K	QoQ -5.49% (-2.2K) YoY -42.64% (-28.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$319.1M)	QoQ -7.26% (-$112.0K) YoY -38.75% (-$904.9K)
(cusip45782C565)✕	42.0K	QoQ -2.99% (-1.3K) YoY -4.56% (-2.0K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$319.1M)	QoQ -4.87% (-$73.1K) YoY -0.90% (-$13.1K)
(cusip316092303)✕	26.5K	QoQ -3.42% (-940) YoY -51.80% (-28.5K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$319.1M)	QoQ -0.10% (-$1.4K) YoY -48.20% (-$1.3M)
(cusip45782C698)✕	31.9K	QoQ -7.51% (-2.6K) YoY -47.38% (-28.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$319.1M)	QoQ -9.92% (-$149.2K) YoY -42.53% (-$1.0M)
(cusip316092600)✕	17.5K	QoQ -6.14% (-1.1K) YoY -52.91% (-19.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$319.1M)	QoQ -1.87% (-$22.9K) YoY -53.89% (-$1.4M)
(SCHDcusip808524797)	36.9K	QoQ +3.53% (+1.3K) YoY +1248.55% (+34.1K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$319.1M)	QoQ +5.96% (+$58.0K) YoY +367.63% (+$810.1K)
(cusip316092139)✕	31.7K	QoQ -14.50% (-5.4K) YoY NEW(+31.7K)	All Managers (Combined)	$999.7K	0.3% ($999.7K/$319.1M)	QoQ -23.83% (-$312.9K) YoY NEW(+$999.7K)
(VTVcusip922908744)	4.8K	QoQ +3.12% (+147) YoY NEW(+4.8K)	All Managers (Combined)	$836.7K	0.3% ($836.7K/$319.1M)	QoQ +5.22% (+$41.5K) YoY NEW(+$836.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.5K	QoQ +1.56% (+23) YoY +41.88% (+441)	All Managers (Combined)	$782.5K	0.2% ($782.5K/$319.1M)	QoQ +5.15% (+$38.4K) YoY +50.21% (+$261.6K)
(cusip46434V738)✕	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$761.7K	0.2% ($761.7K/$319.1M)	QoQ NEW(+$761.7K) YoY NEW(+$761.7K)
(IVWcusip464287309)	8.1K	QoQ +3.54% (-276) YoY NEW(+8.1K)	All Managers (Combined)	$747.7K	0.2% ($747.7K/$319.1M)	QoQ -5.32% (-$42.1K) YoY NEW(+$747.7K)
(VOOcusip922908363)	1.1K	QoQ -0.35% (-4) YoY +9.68% (+98)	All Managers (Combined)	$570.4K	0.2% ($570.4K/$319.1M)	QoQ -4.92% (-$29.6K) YoY +17.25% (+$84.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.4K	QoQ -6.87% (-179) YoY -8.35% (-221)	All Managers (Combined)	$561.4K	0.2% ($561.4K/$319.1M)	QoQ +6.85% (-$36.0K) YoY -0.45% (-$2.6K)
(cusip45782C672)✕	16.1K	QoQ -8.05% (-1.4K) YoY -34.27% (-8.4K)	All Managers (Combined)	$556.7K	0.2% ($556.7K/$319.1M)	QoQ -10.35% (-$64.3K) YoY -30.30% (-$242.1K)
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND(GOFcusip40167F101)	31.1K	QoQ +28.77% (+6.9K) YoY NEW(+31.1K)	All Managers (Combined)	$484.2K	0.2% ($484.2K/$319.1M)	QoQ +31.39% (+$115.7K) YoY NEW(+$484.2K)
Oxford Lane Capital Corp.(OXLCcusip691543102)	97.9K	QoQ NEW(+97.9K) YoY NEW(+97.9K)	All Managers (Combined)	$462.1K	0.1% ($462.1K/$319.1M)	QoQ NEW(+$462.1K) YoY NEW(+$462.1K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	23.3K	QoQ +38.68% (+6.5K) YoY NEW(+23.3K)	All Managers (Combined)	$461.4K	0.1% ($461.4K/$319.1M)	QoQ +49.72% (+$153.3K) YoY NEW(+$461.4K)